0001705819-24-000027.txt : 20240422 0001705819-24-000027.hdr.sgml : 20240422 20240422161244 ACCESSION NUMBER: 0001705819-24-000027 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Core Wealth Management, Inc. CENTRAL INDEX KEY: 0001965150 ORGANIZATION NAME: IRS NUMBER: 454703949 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22918 FILM NUMBER: 24861337 BUSINESS ADDRESS: STREET 1: 4600 MILITARY TRAIL STREET 2: SUITE 215 CITY: JUPITER STATE: FL ZIP: 33458 BUSINESS PHONE: 561-491-0231 MAIL ADDRESS: STREET 1: 4600 MILITARY TRAIL STREET 2: SUITE 215 CITY: JUPITER STATE: FL ZIP: 33458 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965150 XXXXXXXX 03-31-2024 03-31-2024 false Core Wealth Management, Inc.

4600 Military Trail Suite 215 Jupiter FL 33458

13F HOLDINGS REPORT 028-22918 000162870 801-113827 N Todd M. Schanel 561-491-0231 Todd M. Schanel Jupiter FL 04-22-2024 0 23 230552682 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 638585 4231 SH SOLE 0 0 4231 AMAZON COM INC COM 023135106 225475 1250 SH SOLE 0 0 1250 APPLE INC COM 037833100 500379 2918 SH SOLE 0 0 2918 CHARGEPOINT HOLDINGS INC COM CL A 15961R105 41669 21931 SH SOLE 0 0 21931 CHESAPEAKE UTILS CORP COM 165303108 222004 2069 SH SOLE 0 0 2069 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 51443429 1226303 SH SOLE 0 0 1226303 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 94709798 2964313 SH SOLE 0 0 2964313 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 8997848 402228 SH SOLE 0 0 402228 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 55081665 2165160 SH SOLE 0 0 2165160 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 7192610 174366 SH SOLE 0 0 174366 DIMENSIONAL ETF TRUST ULTRASHORT FIXED 25434V591 708807 14016 SH SOLE 0 0 14016 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1170042 45902 SH SOLE 0 0 45902 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 4462414 92793 SH SOLE 0 0 92793 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 672052 26324 SH SOLE 0 0 26324 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 219103 4025 SH SOLE 0 0 4025 ISHARES TR RUSSELL 3000 ETF 464287689 424790 1416 SH SOLE 0 0 1416 ISHARES TR S&P 500 GRWT ETF 464287309 261680 3099 SH SOLE 0 0 3099 MCDONALDS CORP COM 580135101 965115 3423 SH SOLE 0 0 3423 MICROSOFT CORP COM 594918104 568393 1351 SH SOLE 0 0 1351 NEXTERA ENERGY INC COM 65339F101 963699 15079 SH SOLE 0 0 15079 PROCTER AND GAMBLE CO COM 742718109 227799 1404 SH SOLE 0 0 1404 SPDR SER TR S&P DIVID ETF 78464A763 316813 2414 SH SOLE 0 0 2414 VANGUARD INDEX FDS TOTAL STK MKT 922908769 538513 2072 SH SOLE 0 0 2072